Unclaimed Profile

Randy R Beeman

YHB WEALTH ADVISORS, LLC·WINCHESTER, Virginia

SIE, Series 7, Series 31, Series 63, Series 6525 years registeredYHB WEALTH ADVISORS, LLC

50 SOUTH CAMERON STREET, WINCHESTER, VA 22601CRD# 3027730Firm CRD# 291713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randy R Beeman · WINCHESTER, VA

Registration

CRD #3027730 · YHB WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

May 2025 – present

GLASS JACOBSON WEALTH ADVISORS

Oct 2022 – Apr 2025

Winchester, VA

YHB WEALTH ADVISORS, LLC

Jan 2018 – Oct 2022

WINCHESTER, VA

ROBERT W. BAIRD & CO. INCORPORATED

Jul 2007 – Jan 2018

RESTON, VA

FERRIS, BAKER WATTS INCORPORATED

Apr 2001 – Aug 2007

RESTON, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 13, 2001

Years registered · 25

Disclosure History

2013Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

YHB WEALTH ADVISORS, LLC

CRD 291713 · SEC 801-120661

AUM

$110M

Regulatory assets under management

Employees

259 client accounts

Services offered by YHB WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at YHB WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Randy R Beeman offer?

Randy R Beeman specializes in Financial Planning, Investment Management. Contact their office in WINCHESTER, Virginia for a consultation.

What are Randy R Beeman's credentials?

Randy R Beeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy R Beeman located?

Randy R Beeman is based in WINCHESTER, Virginia, working with YHB WEALTH ADVISORS, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.

How does Randy R Beeman charge for services?

Randy R Beeman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is YHB WEALTH ADVISORS, LLC?

YHB WEALTH ADVISORS, LLC has approximately 2 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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